U.S. Equity Market Diary (October 25, 2010)
U.S. Equity Market Diary (October 25, 2010) The figure below shows the performance of each sector in the…
October 23, 2010
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
The Economy and Bond Market Diary (October 25, 2010)
The Economy and Bond Market Diary (October 25, 2010) Treasury bond yields were little changed this week as…
October 23, 2010
Gold Market Diary (October 25, 2010)
Gold Market Diary (October 25, 2010) For the week, spot gold closed at $1,328.45 per ounce, down $39.95,…
October 23, 2010
Energy and Natural Resources Market Diary (October 25, 2010)
Energy and Natural Resources Market Diary (October 25, 2010) Strengths China's total coal imports surged 15 percent sequentially…
October 23, 2010
Emerging Markets Diary (October 25, 2010)
Emerging Markets Diary (October 25, 2010) Strengths China has been supportive of small and medium-sized private companies engaged…
October 23, 2010
Turkey: A Country on the Rise
Turkey has been a bright spot for emerging markets this year, nearly tripling the performance of other Emerging European countries. Tim Steinle, co-manager of the Eastern European Fund (EUROX), has just returned from a research trip to Turkey and repor...
October 22, 2010
Thoughts on Gold, China and QE
Gold prices took a hit yesterday after China announced that it was raising the country’s interest rates but Brian Hicks, co-manager of our Global Resources Fund (PSPFX), doesn’t think this is the end of gold’s run. In fact, we’v...
October 20, 2010
The Top Performing Markets in Emerging Europe
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors Well-known author and investment consultant Roger Gibson…
October 16, 2010
The Economy and Bond Market Diary (October 18, 2010)
The Economy and Bond Market Diary (October 18, 2010) Treasury bonds sold off this week, sending yields on…
October 16, 2010
Energy and Natural Resources Market Diary (October 18, 2010)
Energy and Natural Resources Market Diary (October 18, 2010) Strengths Two more shale oil and gas deals were…
October 16, 2010
U.S. Equity Market Diary (October 18, 2010)
U.S. Equity Market Diary (October 18, 2010) The figure shows the performance of each sector in the S&P…
October 16, 2010
Emerging Markets Diary (October 18, 2010)
Emerging Markets Diary (October 18, 2010) Strengths China’s passenger car sales accelerated in September, rising 19.3 percent month-over-month…
October 16, 2010
China's Effect on Copper
LME Week is an important tradition in the global metals industry calendar that takes place each year in London during the fall. This year's event kicked off on Monday and the spotlight on industrial metals couldn't be brighter, especially f...
October 16, 2010
Chart of the Week – Autos Boosting Palladium Demand
We talked earlier this week about the long-term prospects for copper prices but palladium has been the star performer of metals this year. As of yesterday, palladium is up 47 percent in 2010 to $602.75 an ounce.
Palladium has benefited from a rebound...
October 16, 2010